Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.022 | 0 | 70 |
1 month | -0.038 | 0 | 70 |
3 months | -0.022 | 0 | 70 |
1 year | 0.095 | 0 | 55 |
3 years | 0.088 | 0 | 32 |
5 years | 0.140 | 0 | 69 |
10 years | 0.071 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2024 | 0.205 | — |
2023 | 0.179 | — |
2022 | -0.133 | — |
2021 | 0.236 | — |
2020 | 0.054 | — |
2019 | 0.191 | — |
2018 | -0.066 | — |
2017 | 0.038 | — |
2016 | 0.148 | — |
2015 | -0.026 | — |
2014 | 0.108 | — |
2013 | 0.224 | — |
2012 | 0.086 | — |
2011 | -0.060 | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2024 | 0.077 | -0.021 | 0.073 | 0.066 |
2023 | 0.095 | 0.030 | -0.039 | 0.088 |
2022 | -0.066 | -0.126 | 0.008 | 0.054 |
2021 | 0.079 | 0.066 | 0.017 | 0.056 |
2020 | -0.184 | 0.115 | 0.051 | 0.101 |
2019 | 0.116 | 0.024 | 0.009 | 0.033 |
2018 | -0.038 | 0.052 | 0.005 | -0.082 |
2017 | 0.015 | -0.023 | 0.013 | 0.033 |
2016 | 0.022 | 0.007 | 0.050 | 0.061 |
2015 | 0.016 | -0.027 | -0.037 | 0.023 |
2014 | 0.040 | 0.045 | 0.014 | 0.005 |
2013 | 0.071 | 0.009 | 0.040 | 0.089 |
2012 | 0.042 | -0.037 | 0.044 | 0.035 |
2011 | 0.046 | -0.029 | -0.119 | 0.051 |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.095 |
3 years | 0.088 |
5 years | 0.140 |
10 years | 0.071 |